Intellivest Securities, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advice and research services to investors and issuers, covering publicly traded equities and private placements, and it issues periodicals and special reports. It distributes subscription-based research (including reports produced by an affiliated non‑broker‑dealer) and offers charts, analytical tools and negotiated consulting engagements to clients and issuers.
Its investment process blends fundamental, technical and charting analysis and draws on sources such as financial press, corporate filings and third‑party research; strategies include both long‑term purchases and shorter‑term trading. Compensation is structured primarily through hourly consulting arrangements and publication subscriptions rather than through percentage‑of‑assets fees, with negotiable terms and refund provisions for prepaid work.
The firm is atypical among peer investment managers in several respects: it operates as a broker‑dealer engaged in distributing private placements, it is affiliated with a practicing attorney and with a separate research entity, and it plans to receive and redistribute third‑party research in compliance with FINRA Rule 2711(H)(13)(A). It may accept cash or securities from issuers for producing or distributing research and may pay finders’ fees, arrangements the firm says are disclosed under its internal policies.
Client services
Fee options
Fixed fees negotiated for special reports and charts/graphs/formulas
Hourly fees from $190 to $850 per hour depending on project hours
Fee-only: Hourly fees ranging from $190 to $850 per hour depending on project hours; fixed fees also negotiated
Main office
Riverdale GA, United States
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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